The FTSE Russell 2016 Smart Beta Survey – ‘who’s ‘buying’ smart beta’

The 2016 FTSE Russell global smart beta survey is available now. With have the responses of over 250 asset owners across the globe giving their opinions on this new but maturing area of investment. This short film features some of the key findings from the survey - from what strategies are being used, what’s being evaluated and how the newest approaches, like factor and multi-factor indexation have faired. They disclose their investment objectives and the outcomes they’re looking to achieve. Who’s ‘buying’ Smart Beta!

Join Brad Case, PhD, CFA, CAIA from the National Association of Real Estate Investment Trusts and Catherine Yoshimoto, Senior Index Product Manager with FTSE Russell for an update on the REIT market and discussion about REITs as a core asset class and the indexes that measure their performance.

China’s share classes represent the arc of the country’s transformation from a dormant agrarian society to bustling center of global commerce. Each new share class has marked both an increased openness and often a new phase in China’s economic development.

The FTSE China Indexes provide investors with a comprehensive set of indexes representing various share classes, company sizes, sectors and themes. The breadth of coverage enables the market to be dissected for analysis and benchmarking purposes and to suit any domestic or international mandate.

FTSE Russell invites you to join Mathew Lystra, senior research analyst, at our webinar to find out more about:

FTSE Russell's Henry Odogwu & Andy Dougan are joined by Francois Millet, Lyxor ETF and John St-Hill, Pension Protection Fund to review the index design and characteristics of the FTSE Minimum Variance Index series and discuss how and why they have chosen to implement the index into their portfolios and product range. Ultimately demonstrating how index theory becomes investment practice.

FTSE Russell and iShares examine the performance of the US small cap market in periods of slow economic growth, as measured by the Russell 2000 Index, and discusses how institutions that seek to access the size factor premium via ETFs can further enhance returns through securities lending programs.

Important Note:
Information must be preceded or accompanied by a current iShares ETF prospectus. Investors should read it carefully before investing. http://www.ishares.com/us/library/financial-legal-tax

How to efficiently capture and maintain exposure to factors is a common question heard by index providers and ETF issuers alike. Of equal importance is how the index methodology works to maintain exposure to chosen factors over time.

Join Rolf Agather, Managing Director of Research & Innovation from FTSE Russell, and Robert Bush, Vice President, ETF Thought Leadership, at Deutsche Asset Management for the first in a series of quarterly webinars to discuss:

- Efficiently capturing multi-factor exposure
- How factor exposures within indexes change over time
- The impact of rebalancing on embedded factor exposures
- The impact of rebalancing on country and sector exposures
- How rebalancing impacts the largest constituents in comprehensive factor indexes

Corporate behaviour is changing, and with it public companies are increasingly providing green goods, products and services as part of their business mix.

Join FTSE Russell and the London School of Economics as we explore:

• Global economic cycles, climate legislation and what to prepare for
• The risks portfolios are facing in a developing green economy
• How to measure and track portfolio exposure to the green economy
• The FTSE Green Revenues Index Series

The Chinese equity market is composed of a domestic and an offshore market. The existence of the domestic A-share and the offshore H-share markets provides a choice for a Chinese company to choose its listing venue where the stock could be dually-listed on both markets. As the restrictions to invest in the China market are easing, investors are looking for a variety of tools to assist them as they look to capture different aspects of the Chinese equity market.

Join the FTSE Russell webinar to find out more on:
•China’s opening up and the recent developments
•Understanding the China A-H shares anomaly and potential convergence over time
•The FTSE China A-H 50 Index and its use

The Chinese equity market is composed of a domestic and an offshore market. The existence of the domestic A-share and the offshore H-share markets provides a choice for a Chinese company to choose its listing venue where the stock could be dually-listed on both markets. As the restrictions to invest in the China market are easing, investors are looking for a variety of tools to assist them as they look to capture different aspects of the Chinese equity market.

FTSE Russell has long track record of working in China and supporting international investment in the region. Join the FTSE Russell webinar to find out more on:
•China’s opening up and the recent developments
•Understanding the China A-H shares anomaly and potential convergence over time
•The FTSE China A-H 50 Index and its use

Rolf Agather, Managing Director, Research & Innovation at FTSE Russell shares some of the key findings from the 2016 global asset owner smart beta survey. Detailing the attitudes and opinions of some of the largest global asset owners.

FTSE Russell & SSGA will discuss the continuing appeal of factors and factor investing within Smart Beta. Examine the theory and methodology behind multi-factor index construction and look at how, from an investment perspective multi-factors can be used within portfolio construction.

The 2016 FTSE Russell global smart beta survey is available now. With have the responses of over 250 asset owners across the globe giving their opinions on this new but maturing area of investment. This short film features some of the key findings from the survey - from what strategies are being used, what’s being evaluated and how the newest approaches, like factor and multi-factor indexation have faired. They disclose their investment objectives and the outcomes they’re looking to achieve. Who’s ‘buying’ Smart Beta!

Gareth Parker & Nigel McKeverne will discuss how effective Smart Beta solutions should always be tailored to investor objectives and desired outcomes; Outlining FTSE Russell's approach and reviewing how well the firm's Smart Beta indexes have performed over the recent period of market volatility.

Gareth Parker & Nigel McKeverne will discuss how effective Smart Beta solutions should always be tailored to investor objectives and desired outcomes; Outlining FTSE Russell's approach and reviewing how well the firm's Smart Beta indexes have performed over the recent period of market volatility.

FTSE Russell recently published results from its first US financial advisor smart beta survey. In this webinar, FTSE Russell reviews those results, providing a background for discussion with smart beta providers and practitioners.

Invesco PowerShares will offer insight into smart beta as part of the investor toolkit and how these strategies can be implemented in core-satellite portfolios.

China is the second-largest economy by GDP and the second-largest equity market by market value, but the weight of China in global equity benchmarks is relatively small.

As China continues to take steps to open its market to international investors, FTSE Russell announced the start of its transition to include China A Shares in its widely followed global benchmarks with the launch of new FTSE Emerging Markets China A Inclusion indexes recently.

FTSE Russell’s new inclusion indexes provide market participants with the choice and flexibility in indexes they need to be able to respond to the changes and start their transition.

In 2014, China overtook the USA as the world's largest economy by GDP. As the economic size of a country can differ significantly from its market capitalization, especially within faster growing, emerging economies, we explore the implications of a GDP weighted approach to index construction.

Join Brendan Ahern, Chief Investment Officer at KraneShares and Brad Zucker, Senior Product Research Analyst at FTSE Group who will be looking at the growth of emerging markets and discussing:

- Macro economic overview of emerging markets
- Does measuring and weighting by GDP make sense?
- The impact of GDP weighting on emerging market and sector exposures
- Managing liquidity, capacity and transparency considerations
- New benchmarks for a new global economy? What can GDP weighted indexes offer?

In January 2015, FTSE Russell conducted a follow-up survey to the well-received 2014 survey of institutional asset owners, to better understand the progression in perceptions and adoption of smart beta globally.

During this webcast a panel of representatives from European and US asset owner and consultancy firms will discuss the most interesting themes and surprising statistics from the survey results.

FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies.